Navexa Feedback

Integrate with pocketsmith so your portfolio balances etc are in Pocketsmith.

Be able to track margin loans on a holding. Have it factored into performance metrics.

Allow specific parcels of shares to be selected when calculating capital gains tax. Current strategies like FIFO and LIFO etc are fine until you have done some manual parcel selection in the past.

Request type Request type: Crypto / Stock-ETF / Fund / Exchange coverage - Crypto Asset details Name: Pump.fun Ticker / symbol: PUMP Market / exchange (or network for crypto): Solana Network Link (explorer / exchange page / fund page): https://coinmarketcap.com/currencies/pump-fu

I need to maintain my Naxexa USD portfolio for IBKR reconciliation while having automatic AUD conversion for tax reporting. I am told by AI that the only way to do this is to manually enter each transaction from the USD cash account into the AUD cash account. This would require a

Recently manually uploaded a fresh CSV of transactions from my broker but didn't know when I last did it and Navexa created a whole bunch of duplicate trades. There should be duplicate trade detection - especially from the same broker, for the same date and amount.

If a Holding is set for DRP with "Round Down with Balance Tracking", on the Holding's Overview, likely within 'Key Stats' it would be great to show the Balance amount. For example, last Dividend was $100 with DRP active, and a share price of $40.00, that means the trade was +2 sh

I saw there was a feature request 2-years ago for Navexa to include broker integration with Australian Super's Member Direct account. Could this please be looked into?

Expected Behavior When I make an adjustment to a historical trade, for example, the changes should be reflected in capital gains, portfolio performance, etc instantly. This sin't happening. Current Behavior

I’d like to be able to track Pump.Fun in Navexa. At the moment I can’t find it in the system when adding a holding. Could you please add support for this crypto so I can track my transactions and performance?